Client Service Manager (Non-Qualified Plans)

Job Summary

Newport, an Ascensus company, seeks a Client Service Manager to administer and maintain service and communications with our Non-Qualified plan clients. The position requires reasonable accommodations for individuals with disabilities.

Essential Functions

• Administer and maintain documentation and record keeping, plan statements, and communication of information to clients.
• Aid in modifying and enhancing plan administration processes within established policy.
• Provide client support and customer service on day-to-day inquiries from clients.
• Respond to client requests in both oral and written communication.
• Act proactively with assigned clients, advisors, and partners to build and retain relationships.
• Interpret plan documents for client plan administration.
• Provide calculations and amounts to plan sponsors, communicate fund actions, and consult with clients to answer inquiries, research, and resolve issues.
• Communicate legal updates and respond to requests for specialized reports.
• Assist plan sponsors, partners, and intermediaries on the utilization of web-based applications and deliver web demonstrations for financial advisors and plan sponsors.
• Manage enrollment events with Plan Sponsors and necessary internal teams, including coordinating the development of enrollment materials and education.
• Participate in sales final presentations and other client meetings.

Required Education, Experience and Certificates, Licenses, Registrations

• Bachelor’s degree in a business-related field or equivalent industry experience.
• 4+ years of experience in Retirement Services.
• Experience with non-qualified deferred compensation or 457(b) and 457(f) plans is a plus.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.
• Ability to write reports, business correspondence, and procedure manuals.
• Effective presentation and communication skills.
• Time management and organizational skills.
• Advanced mathematical concepts using Excel and accounting database software programs.

PREFERRED (BUT NOT REQUIRED) EDUCATION OR SKILLS FOR THIS ROLE

• Experience with non-qualified deferred compensation or 457(b) and 457(f) plans.

Competencies

• Independent Diplomatic
• Creative Problem Solver
• Integrity
• Analytical Thinker
• Resourceful and Thorough
• Motivated and Persistent
• Builds Collaborative Relationships
• Utilizes Sound Judgment
• Results Driven
• Personal Credibility
• Written and Oral Communication Skills
• Time Management
• Planning and Organizing

Travel

Less than 10%.